Heritage Financial (HFWA) Return on Equity [ROE] (2011 - 2026)
Heritage Financial (HFWA) reported Return on Equity [ROE] of 7.00% for Q2 2026, up 1.41 percentage points from 5.59% a year earlier but down 0.12 percentage points from the prior quarter.
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Analysis
Heritage Financial (HFWA) Return on Equity [ROE] (2011 - 2026) Analysis & Trends
For FY2025, Heritage Financial posted Return on Equity [ROE] of 7.57%, up 2.53 percentage points from FY2024.
- Return on Equity [ROE] has a five-year change of +1.85 percentage points (FY2020 to FY2025).
- By year, Return on Equity [ROE] came in at 5.04% in FY2024 (-2.44 pp), 7.48% in FY2023 (-2.43 pp), 9.91% in FY2022 (-1.80 pp) and 11.71% in FY2021 (+5.99 pp).
- Five-year quarterly Return on Equity [ROE] spans a low of 4.36% in Q3 2024 and a high of 12.03% in Q3 2021.
- Year over year, Return on Equity [ROE] has now increased in each of the last six quarters, with an average year-over-year change of +0.02 percentage points over the last eight quarters.
- The high point for year-over-year Return on Equity [ROE] in five years was Q3 2021 (a gain of 7.04 percentage points); the low point was Q3 2024 (a drop of 5.20 percentage points).
- Per Business Quant data, the three quarters before Q2 2026 came in at 7.12% (Q1 2026), 7.40% (Q4 2025) and 6.39% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 879.54 Bn | 909.01 Bn | - | 17.62% |
| 2 | Banco Santander Chile | 418.48 Bn | 538.42 Bn | - | - |
| 3 | Bank Of America | 381.92 Bn | -1,994.15 Bn | - | 11.19% |
| 4 | Hsbc Holdings | 341.10 Bn | 341.15 Bn | - | - |
| 5 | Morgan Stanley | 295.71 Bn | -213.38 Bn | - | 17.50% |
| 6 | Royal Bank Of Canada | 275.38 Bn | 126.13 Bn | - | 15.89% |
| 7 | Mitsubishi Ufj Financial | 273.79 Bn | -1,314.70 Bn | 10.89 Bn | 13.15% |
| 8 | Goldman Sachs | 262.78 Bn | -3,294.34 Bn | - | 17.08% |
| 9 | Wells Fargo & Company | 242.61 Bn | 244.75 Bn | - | 12.67% |
| 10 | Heritage Financial | 1.13 Bn | 179.14 Mn | - | 7.00% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 7.00% |
| Mar 31, 2026 | 7.12% |
| Dec 31, 2025 | 7.40% |
| Sep 30, 2025 | 6.39% |
| Jun 30, 2025 | 5.59% |
| Mar 31, 2025 | 5.89% |
| Dec 31, 2024 | 4.98% |
| Sep 30, 2024 | 4.36% |
| Jun 30, 2024 | 5.22% |
| Mar 31, 2024 | 5.53% |
| Dec 31, 2023 | 7.41% |
| Sep 30, 2023 | 9.56% |
| Jun 30, 2023 | 9.82% |
| Mar 31, 2023 | 10.17% |
| Dec 31, 2022 | 10.40% |
| Sep 30, 2022 | 9.95% |
| Jun 30, 2022 | 9.63% |
| Mar 31, 2022 | 11.03% |
| Dec 31, 2021 | 11.51% |
| Sep 30, 2021 | 12.03% |
API Access
Heritage Financial Return on Equity [ROE] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-equity-%5Broe%5D&ticker=HFWA&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "ticker": "HFWA", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-equity-%5Broe%5D&ticker=HFWA&period=max&api_key=YOUR_API_KEY");
const data = await res.json();